Agree the recognition rules
Define eligible benefit types, finance owners, baseline periods, normalization factors, and when a benefit can be recognized.
COMMERCIAL SERVICES
COMMERCIAL SERVICES / CONSULTING + OPERATIONS
Several teams can report the same benefit, while volume and price changes move the baseline underneath them. We build a consistent method for recognizing and tracking improvement value.
Create a defensible process for tracking improvement benefits.
A benefits definition and recognition policy draft
A normalized baseline and evidence checklist
A benefit identity and overlap-control register
A finance review and tracking framework
A benefit lineage record links each claim to the cost driver it changes and flags shared expenses before two initiatives can count the same value.
Define eligible benefit types, finance owners, baseline periods, normalization factors, and when a benefit can be recognized.
Connect each initiative to cost records, operational drivers, implementation dates, and any overlapping programs.
Create the review register, approval steps, and exception rules for realized, forecast, capacity, and avoidance benefits.
The rate-card scope factors are shown below. Client complexity is applied separately.
One project validating one savings program or initiative family with a defined finance owner.
One project covering several initiatives and cost owners with a shared benefits register and review method.
One project establishing portfolio-wide benefits governance across sites, functions, or reporting systems.
A planning range using the same rate card as the full DOC N.I.L. calculator.
Monitor the share of claims with finance-approved baselines, complete evidence, and unambiguous benefit ownership; track verified value separately from forecast.
A transformation office reconciles two overlapping labor-efficiency claims and records capacity released separately from payroll expense reduced.
The proposal confirms quantities, review rounds, locations, versions, and the service period. Additional work receives a written change scope before it starts.
8% G&A is additional. Third-party costs and applicable tax are confirmed separately. Estimates are planning ranges, not a booking or a guarantee of results.
No. This service validates and governs benefits. Opportunity identification belongs in a cost savings consulting engagement.
The scope can review claim quality, but formal recognition needs the agreed finance evidence and approving owner. Missing evidence stays visible.
Separate products. Connected when the brief calls for them.